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Artificial intelligence (AI) has undergone a rapid expansion in recent years.

Tech leaders have hailed an “AI revolution” – predicting “transformative” effects for humanity – while some governments have set their sights on AI-driven economic growth.

Yet, the industry is also facing scrutiny on many fronts, from inaccuracies in AI outputs through to the threat it poses to democracy.

One major critique concerns the environmental impact of AI, particularly the intensive energy use and carbon dioxide (CO2) emissions of the data centres that power it.

Campaigners, journalists and researchers have warned that the rapid expansion of data centres could slow down or even reverse the global shift towards net-zero.

The topic is complex, not least because the future of AI – and the role it could play in increasing or potentially helping to reduce emissions – remains highly uncertain.

Below, Carbon Brief takes a look at some of the best available figures, largely from the International Energy Agency (IEA), to explore the energy and emissions impact of AI.

  1. Data centres currently account for a small share of global emissions and electricity use
  2. Around a tenth of the electricity demand growth by 2030 is set to be driven by data centres
  3. Data centres could account for half of electricity demand growth in some countries
  4. Fossil-fuel use will likely expand to power data centres, but clean-energy supplies are set to grow faster
  5. There is a lot of uncertainty about how much data centres will expand

      1. Data centres currently account for a small share of global emissions and electricity use

      The process of training and deploying AI models relies on data centres – large, energy-intensive facilities that house computing infrastructure.

      Data centres already underpin the internet, among other things, making them essential for modern life. But as hype around AI has grown in recent years, investment in new data centres has ballooned.

      The global electricity consumption of expanding data centres has grown by around 12% each year since 2017, according to the IEA’s recent “energy and AI” report.

      Concerns about “skyrocketing” electricity demand have also prompted warnings of data centres driving up CO2 emissions, as fossil fuels still generate much of the world’s power.

      Indeed, companies, such as Google, Meta and Microsoft, have reported large emissions spikes over the past few years due to data-centre expansion, despite their net-zero pledges.

      One research paper concludes that the electricity demand of AI “runs counter to the massive efficiency gains that are needed to achieve net-zero”. Others have voiced concerns that data centres will “overwhelm” and “undermine” both national and company-level climate targets.

      Reporting often mentions the electricity demand of data centres – or their emissions – “doubling”, “tripling” or increasing by some other large percentage in the coming years.

      But these increases, while potentially dramatic in relative terms, are starting from a low baseline. As shown in the chart below, data centres are currently responsible for just over 1% of global electricity demand and 0.5% of CO2 emissions, according to IEA data.

      Electricity consumption, TWh, and CO2 emissions, MtCO2, of global data centres in 2024, relative to other sectors
      Electricity consumption, TWh, and CO2 emissions, MtCO2, of global data centres in 2024, relative to other sectors. Source: IEA global energy review 2025, CO2 figures and report on energy and AI.

      Given this starting point, even as data centres expand, the IEA suggests that they will make a relatively small contribution to climate change, in the short term.

      The agency estimates that data-centre emissions will reach 1% of CO2 emissions by 2030 in its central scenario, or 1.4% in a faster-growth scenario.

      Nevertheless, it notes that this is one of the few sectors where emissions are set to grow – alongside road transport and aviation – as most will likely decarbonise in the coming years.

      2. Around a tenth of the electricity demand growth by 2030 is set to be driven by data centres

      The world is entering what the IEA describes as a “new age of electricity”, in which the electrification of transport, buildings and industry drives a surge in demand for power.

      Along with electric cars and factories, data centres are frequently highlighted by analysts as a key “emerging driver” of this demand.

      Under the IEA’s central scenario for data-centre growth, the sector’s global electricity consumption would more than double between 2024 and 2030, reaching 945 terawatt-hours (TWh) by the end of the decade. This is equivalent to the current electricity demand of Japan.

      The IEA describes AI as “the most important driver of this growth”.

      As it stands, AI has been responsible for around 5-15% of data-centre power use in recent years, but this could increase to 35-50% by 2030, according to another report prepared for the IEA.

      However, the 530TWh rise in electricity demand in data centres by 2030 would only be 8% of the overall increase in demand that the IEA projects, as shown in the chart below.

      This is less than electric vehicles (838TWh) or air conditioning (651TWh). It is considerably less than the 1,936TWh growth expected in industrial sectors by 2030.

      Electricity demand growth in IEA scenarios, in TWh between 2024 and 2030
      Electricity demand growth in IEA scenarios, in TWh between 2024 and 2030, due to data-centre expansion (dark blue) – including a scenario in which expansion happens faster (light blue) – as well as from other sectors (grey). Source: IEA energy and AI report.

      If data-centre electricity use rose in line with the IEA’s faster-growth scenario, the facilities would be responsible for around 12% of global demand growth overall.

      While the IEA says “uncertainties widen” when considering electricity demand growth beyond 2030, it expects a continued – albeit slower – increase to 1,193TWh by 2035.

      This would mean annual demand growth roughly halving, from around 90TWh per year out to 2030, down to less than 50TWh a year out to 2035.

      3. Data centres could account for half of electricity demand growth in some countries

      While the global picture suggests a relatively modest role for data centres in driving near-future electricity demand growth, it could be far more pronounced in some countries.

      Data centres are very geographically concentrated, both in terms of their global distribution and within leading countries. Today, nearly half of their electricity consumption takes place in the US, 25% in China and 15% in Europe, according to the IEA.

      US data centres used around 4% of the nation’s electricity in 2023 and this is set to rise to 7-12% by 2028, according to analysis by the Lawrence Berkeley National Laboratory.

      In Ireland – regarded as a European “tech hub” – around 21% of the nation’s electricity is used for data centres. The IEA estimates that this share could rise to 32% by 2026.

      Data-centre electricity demand tends to be further localised in certain regions. In the US state of Virginia, these facilities already consume 26% of electricity, while in the Irish capital, Dublin, the figure is 79%, according to analysis by Oeko-Institute.

      Much of the commentary on AI threatening climate goals comes from “advanced economies” in the global north, where the IEA estimates that, on average, a quarter of electricity demand growth by 2030 will be driven by data centres.

      (In many of these countries, electricity demand has previously been flat or falling for years.)

      Roughly half of the power demand growth in the US and Japan over the next five years is expected to come from data centres, according to the IEA, as shown in the figure below.

      Share of electricity demand growth between 2024 and 2030, %, in the IEA’s central scenario for data-centre expansion, in select countries and country groupings.
      Share of electricity demand growth between 2024 and 2030, %, in the IEA’s central scenario for data-centre expansion, in select countries and country groupings. Source: IEA energy and AI report, IEA.

      While there are some notable exceptions, such as Malaysia, data centres are set to be a relatively small portion of electricity demand growth in developing and emerging markets.

      Around the world, electricity grids are under strain, with many developed countries, in particular, seeing long wait times for grid connections and new transmission lines. Data-centre growth is raising this pressure.

      There are also growing concerns, notably in the US, about the impact data-centre growth could have on energy bills.

      The IEA says that demand growth presents “advanced economies” with a “wake-up call” for the electricity sector to invest in infrastructure, otherwise “there is a risk that meeting data-centre load growth could entail trade-offs with other goals, such as electrification”.

      4. Fossil-fuel use will likely expand to power data centres, but clean-energy supplies are set to grow faster

      The extent to which data-centre growth increases emissions depends on which energy sources power those data centres.

      Data centres can use power from the grid, in which case their electricity mix will reflect that of the region they are in and could therefore become cleaner as nations decarbonise.

      They can also be powered by “captive” sources, built to supply specific facilities, such as solar panels, small nuclear reactors or gas turbines.

      There are concerns that data-centre expansion will be used to justify the prolonged use of fossil fuels, “locking in” a future of elevated emissions.

      Indeed, the likes of Shell have framed AI in such terms and some data-centre operators have been explicitly seeking gas connections to meet their electricity needs.

      Currently, coal is the biggest single electricity source for data centres globally, largely due to the numerous facilities in China.

      Overall, fossil fuels provide nearly 60% of power to data centres, according to the IEA. Renewables meet 27% of their electricity demand and nuclear another 15%.

      (These figures are based on the electricity these facilities consume, rather than any contracts they have to buy clean energy credits.)

      In the IEA’s central scenario, by 2035 the ratio of the data-centre electricity mix switches from around 60% fossil fuels and 40% clean power to 60% clean power and 40% fossil fuels, as shown in the chart below.

      This is expected to be driven primarily by the wider global expansion of renewables, although some projects will be funded directly by data-centre companies.

      However, the IEA says significantly more gas and coal power would likely still be required to meet data-centre demand, both from ramping up existing plants and building new ones.

      Annually global electricity generation, TWh, expected to supply data centres globally over 2024-2035
      Annually global electricity generation, TWh, expected to supply data centres globally over 2024-2035, broken down by generation type, in the IEA’s central scenario. Low-carbon electricity sources are grey and fossil fuels are blue. required Source: IEA energy and AI report.

      Gas-power generation for data centres is expected to more than double from 120TWh in 2024 to 293TWh in 2035, with much of this growth in the US, according to the IEA.

      About 38GW of captive gas plants currently “in development” – roughly a quarter of all such projects – are planned to power data centres, according to Global Energy Monitor (GEM).

      The US has doubled the amount of gas- and oil-fired capacity it has in development over the past year, driven partly by the energy demand of the “burgeoning AI industry”, according to GEM.

      However, these projects are facing long lead times and “sharplyrising costs, with GEM noting, as a result, that many may never materialise.

      5. There is a lot of uncertainty about how much data centres will expand

      Currently, there are no comprehensive global datasets available on data-centre electricity consumption or emissions, with few governments mandating any reporting of such numbers.

      All figures concerning the energy and climate impact of AI are therefore estimates.

      The IEA has assessed hundreds of available estimates and forecasts, noting that even historical data can be “widely divergent”, due in part to a lack of common definitions.

      On top of this, there are major uncertainties, including over how quickly AI will be adopted. Despite the enthusiastic uptake of generative AI by individuals and companies, some argue that the business case for continued, rapid growth may be weaker than suggested.

      Another uncertainty is how energy-efficient AI will be. Experts have already identified efficiency improvements resulting from better chips, more efficient training algorithms and larger data centres, all of which could continue curbing electricity demand.

      (Google has also reported a substantial drop in the electricity use required for individual AI search queries, which is already small compared to the power needed to train AI models.)

      A final uncertainty is over how many proposed data centres will actually get built, with some speculative requests for grid capacity relating to plans that may never materialise.

      As a result of these knowledge gaps, there have been numerous estimates of short-term electricity demand growth from data centres, which have produced very different results, as shown in the chart below.

      Some estimates – such as one from the Gas Exporting Countries Forum arguing that more gas exports will be needed to fuel meteoric rises in electricity demand for AI – have been deemed less credible in reviews by independent experts.

      Estimated electricity demand from data centres globally in 2023 and 2030
      Estimated electricity demand from data centres globally in 2023 and 2030, according to scenarios laid out by a range of analysts. Some scenarios have been extrapolated one or two years forward or backwards so that they cover the same timescale. The Liebreich Associates scenario is approximate, based on estimates of % total electricity demand. Sources: IEA, Goldman Sachs, Deloitte, Boston Consulting Group, Gas Exporting Countries Forum, Liebreich Associates, Semianalysis, Schneider Electric, International Data Corporation, Jeffries (2024).

      Another area of great uncertainty concerns the impact that the application of AI could have on electricity use and emissions.

      Some researchers have attempted to calculate how much AI could curb emissions, by helping to identify efficiency gains in other parts of the energy system, or by making technological breakthroughs.

      In some “exploratory” analysis, the IEA says such gains could cancel out any extra data-centre emissions due to the growth of AI.

      However, it adds that despite the AI hype, “there is currently no existing momentum of AI adoption that would unlock these emissions reductions”.

      The post AI: Five charts that put data-centre energy use – and emissions – into context appeared first on Carbon Brief.

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      Climate Change

      Outdated geological data limits Africa’s push to benefit from its mineral wealth

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      Resource-rich African nations risk missing out on the investment needed to extract and refine their mineral wealth into high-value products for the clean energy transition because they lack accurate information on what they have, experts are warning.

      African countries have attracted huge interest as the world scrambles to access the minerals and metals needed for the energy transition and digital and military technologies, with investors from the US, China, the United Arab Emirates and Europe jostling to secure access to the continent’s resources. 

      But any knowledge of Africa’s mineral wealth is, at best, an estimate based on century-old-mapping and haphazard geological data, policy experts and investors told Climate Home News. 

      The United Nations says Africa is home to 30% of the world’s mineral reserves, including cobalt, copper, lithium and manganese, which are needed to manufacture batteries and other clean energy technologies.

      But experts like Bright Simons, who tracks natural resource spending in Africa for the Ghana-based IMANI Centre for Policy and Education, said the 30% number is not backed by any “empirical, evidence-based assessment” of the continent’s mineral wealth. While some analysts like Simons think the figure could be an overestimate, others argue it is likely an underestimate of the continent’s mineral reserves.

        Up-to-date and accurate data is critical for governments to negotiate better deals with prospecting mining companies and to help drive investment in mineral extraction and processing facilities that can add value to the continent’s resources.

        But the lack of good mapping has negatively impacted the continent’s efforts to capture the economic benefits of booming mineral demand and to create jobs by extracting and processing raw materials into higher-value products before export, experts said.

        Colonial maps

        Under-exploration and scant information about Africa’s resources have made it challenging for states to attract investment and develop their resources, said Pritish Behuria, a political economist at the Global Development Institute at the UK’s University of Manchester.

        “In many cases, former colonial powers retain more current knowledge of the kinds of mineral deposits that exist in African countries – and often, this has proven difficult to access for African governments,” he told Climate Home News.

        Thabit Jacob, a researcher of extractive and energy resources at Roskilde University in Denmark, said many African countries “still rely on colonial maps”. 

        “There’s a growing realisation that Africa must know its true value in mineral richness and investment in geological mapping is crucial,” he added.

        Mapping inequality

        However, mapping investment is falling short. Africa’s share of global exploration investment has fallen in the last two decades, data shows.

        In 2024 alone, both Canada and Australia received significantly more investment in geological mapping than the whole of Africa, even though the continent’s landmass is three times the size of the two countries combined, according to the Center for Strategic and International Studies. 

        Even in South Africa, a major mining destination, only 12% of the country has been mapped at a detailed level “which compares poorly with other popular mining destinations such as Canada and Australia where there is near complete coverage at similar scales”, explained Tania Marshall, of the Geological Society of South Africa.

        Nigeria’s push to cash in on lithium rush gets off to a rocky start

        To address the dearth in data, multinational institutions like the World Bank have provided African countries with finance for mapping, but have simultaneously encouraged them to liberalise and privatise their mining industries.

        As a result, international investors prioritising project development have come to dominate the continent’s mining sector, crowding out state-sponsored initiatives with stronger incentives to invest in data-gathering, researchers have found.

        Does the world need a global treaty on energy transition minerals?
        Workers during a break at the Prospect Lithium mine and processing plant in Goromonzi, Zimbabwe (Photo: REUTERS/Philimon Bulawayo)

        Digging blind

        Orina Chang, an investor leading geological mapping across Somaliland, which has reserves of copper and zinc ore, said she was surprised to find out that even countries attracting huge interest from institutional miners, such as the Democratic Republic of the Congo (DRC), do not have systematic up-to-date mapping.

        Instead, mining firms rely on artisanal mining and surface signs, like exposed ores on the ground – and crossing their fingers, she told Climate Home News.

        The mapping deficit means there is little certainty on the size and quality of mineral deposits and provides few incentives for miners to invest in processing plants, Chang explained. 

        “Without mapping, everyone is blindly digging and you just get people who are not interested in really investing in your country,” she said. “With mapping, you’re able to attract much better players and build plants, create jobs, drive economic growth, help the GDP.”

        The rise of AI-driven exploration tools

        Today, AI-driven mapping tools have created new opportunities to obtain high-precision information with less on-the-ground investment. Geophysical data and satellite imagery are fed into a model that creates a geological map which can help point to high-potential deposits.

        Last year, California-based KoBold Metals, which is backed by US billionaires Jeff Bezos and Bill Gates, discovered a massive copper deposit in Zambia using AI-driven exploration. In July, the firm signed an agreement with the DRC to lead critical mineral exploration there. 

        But the technology is expensive and not widely available to governments.

        Instead, in its 2024 Green Minerals Strategy, the African Union called for some of the revenues from mineral rents to be reinvested into mapping using low-cost techniques such as satellite imagery and drones, which are less precise.

          The case for co-operation

          For Gerald Arhin, a research fellow at University College London, greater regional collaboration and pooling resources could also help reduce the costs of mapping for individual governments. Last year, for example, South Africa signed an agreement with South Sudan to co-operate on mineral exploration.

          “The sharing of data, industrial intelligence and technical expertise across borders could be transformative for African countries, as well as for developing countries in other regions,” Clovis Freire, who heads the Extractive Commodities Section at UN Trade and Development (Unctad), told Climate Home News.

          Mapping, however, is only one element of a complicated equation when it comes to developing minerals for the energy transition, said Eszter Szedlacsek, who researches climate justice in the context of the green transition at the Vrije Universiteit Amsterdam.

          “In the race for Africa’s critical minerals, deals hinge only partly on where resources are found, and more on geopolitics, investment conditions and longstanding trade ties,” she said.

          The post Outdated geological data limits Africa’s push to benefit from its mineral wealth appeared first on Climate Home News.

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          From Baku to Belém and beyond: How we turn a climate finance roadmap into reality

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          Mukhtar Babayev is COP29 President and Special Representative of the President of Azerbaijan for Climate Issues.

          COP has entered “late-stage multilateralism”. We have already agreed the processes, targets and mechanisms to guide action. The system is now fully operational, resilient and delivering results. Success today depends less on what new things all countries agree and more on what individual actors achieve.

          And we are in a race against the clock, so there is a desperate need for speed. This will require new modes of working, rather than repeating the lumbering mechanisms of generations past. Our conversations at COP30 confirmed to us that the will and energy is there in bundles. It now needs to be directed.

          On finance, there is much to do. At COP29 we set the Baku Finance Goal to scale up support for the developing world to $1.3 trillion per year by 2035. This was no small ask.

            We are trying to intervene in the normal functioning of the world economy and channel the forces of global finance. Success will require great political will, sustained focus, and relentless action from all of us – the private sector, central banks, financial institutions, and everyone in between.

            But while the problems are easy to identify, the solutions are often missing. Efforts to reform the global financial system have been disjointed and the COP process needed a new framework to engage with actors outside our normal systems.

            More room for creativity outside negotiations

            In recognition of the need to try something new, countries mandated the Azerbaijani and Brazilian COP Presidencies to produce the Baku-to-Belém Roadmap to $1.3 trillion to set out the next steps. This was an innovative format, outside the negotiations and therefore given a free hand to be more creative.

            We opened the process to everyone. And while we promised that we would not be prescriptive, we were clear that we would be fearless at providing an honest look at a wide range of options.

            Countries have warmly welcomed the approach, and we were pleased to see the Roadmap recognised in COP30’s Global Mutirão decision. In Belém, they told us that while they don’t necessarily agree with every line, they still see the value of the exercise and want to build on it. This is a radical change from the normal process where we argue over every word and comma of each formal text.

            Practical next steps

            The Roadmap can act as a focal point and a coherent reference framework that incorporates existing initiatives. It identifies key action fronts and thematic priorities. And it concludes with practical short-term steps to guide early implementation.

            Many of these were designed to address the problems that COP presidencies have seen firsthand – lack of consistent data and reporting, uncertainty about forward projections, silos and a lack of continuity and interoperability between different processes.

            But we must acknowledge that this exercise has made some feel uneasy. They have feared that by broadening our focus, we are providing cover for governments not to fulfill their traditional responsibilities. And it is unacceptable that we have indeed seen cases of donors cutting funds and expecting the private sector to fill the gap.

            Donors must deliver in full

            So as we set out the Roadmap for all to follow, we have a duty to be unequivocal with governments. The COP29 negotiations to agree on the historic target for $300 billion per year in public funds by 2035 were hard. Now, there can be no excuses. We asked vulnerable communities to accept the limits of how much support they could expect. In equal measure, we insist that donors deliver in full, with developed countries taking the lead.

            COP30 fails to land deal on fossil fuel transition but triples finance for climate adaptation

            Too often, when we set a target for everyone, no one steps up, as collective responsibility undermines individual accountability. That must change. And in the Roadmap we have asked developed countries to work together on a delivery plan that explains how they will meet the $300 billion per year climate finance goal.

            Innovative approaches needed

            Late-stage multilateralism demands that we are ready to innovate with our processes. They did well to get us this far and they need to be preserved. But we also need to think outside the box on how we deliver the aims and objectives that we have set ourselves.

            COP30 showed that there is an appetite for new approaches and new ideas. The Baku-to-Belém Roadmap could be a template for one such evolution of the COP process.

            Now we need other ideas, more creativity and real-world action to show that this template can work. The COP29 Presidency will continue to work with everyone to find new solutions, scale promising initiatives and deliver on the promises we have all made.

            The post From Baku to Belém and beyond: How we turn a climate finance roadmap into reality appeared first on Climate Home News.

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            Bittersweet

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            I write with a bittersweet announcement. I am moving on from Climate Generation at the end of December. It has been an honor to share my thoughts with you each month here.

            For 19 years, Climate Generation has been supporting educators, young people and communities to build climate change literacy and ignite action to arrive at a just and abundant world beyond the climate crisis. This critical and powerful work is essential and will continue with the current team and new leadership.

            My time with Climate Generation has been an amazing three years. I have appreciated each of you and the solidarity we built to continue the work despite unprecedented threats from the federal administration, entrenched climate change denialism and the erasure of critical resources. Climate Generation has persevered in spite of those challenges, filling a critical need in the climate justice movement. I am so proud of the work we have accomplished together in this time. Some of the highlights include:

            • Increasing the quality and impact of YEA! (Youth Environmental Activists!) programming with adoption of the Youth Program Quality Assessment tool and experiential learning frameworks.
            • Retooling our Window into COP program by leveraging relationships to send locally based, intergenerational, and mostly BIPOC delegations to the COPs (Conference of the Parties, also known as the United Nations Climate Talks)
            • Launching the Schools As Solutions Fellowship to support educators in becoming climate justice changemakers.
            • Adding two youth seats to our Board of Directors.
            • Helping to pass groundbreaking legislation, including the 100% Clean Energy bill, the Cumulative Impacts Bill (protecting environmental justice communities), and Ethnic Studies (bringing the experiences of ALL Minnesotans, especially those that have been marginalized, into our curriculum).

            Climate Generation has put together a Transition Committee with board and staff representation and is working with Mighty Consulting to bring in an Interim Executive Director. I deeply trust this leadership team and am confident that they will chart the path to carry Climate Generation forward.

            I am excited about the work that Climate Generation will continue doing to ignite and sustain the ability of educators, youth, and community to take action on the systems perpetuating the climate crisis. Together we are building a movement.

            In solidarity,

            Susan Phillips

            Susan Phillips
            Executive Director

            The post Bittersweet appeared first on Climate Generation.

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